See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,656 | $70,756-94.8% | $65,493-94.4% | $142,382-97.4% |
| Participation rate | 81.3% | 77.4%+3.9pp | 73.1%+8.2pp | 80.1%+1.1pp |
| Annual return | 35.96% | 1754.89%-1718.9pp | 982.45%-946.5pp | 217.08%-181.1pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,379 | $4,637-48.7% | $3,961-40.0% | $6,507-63.4% |
| Admin fee / account holder | $276 | $6,559-95.8% | $5,028-94.5% | $12,624-97.8% |